Core Framework Program
Onboard with Confidence, Clarity & Ease
You don’t have to reinvent onboarding from scratch. The Core Framework Program gives you everything you need to support your independent contractors with professionalism and heart.
Who This Is For
You’re building your team, but onboarding feels overwhelming or inconsistent. Whether you're creating your first onboarding process or want to refresh what you've started, this program is designed specifically for you.
-
Agency owners hiring new ICs for the first time
-
Leaders managing small but growing teams
-
Owners craving clarity, structure, and confidence in how they support advisors
What’s Inside the Program
Here’s what comes with your Core Framework Program - a fully editable roadmap you can blend into your current onboarding or use from scratch.
Included Modules (nine total, 225+ pages of content):
-
Orientation – Agency mission, values, advisor role, plus space to customize your agency details
-
Fundamentals – Role clarity, professionalism, mindset, and core industry terms
-
Operations & Management – Tools, workflows, boundaries, financial best practices
-
Sales Process – Specializations, ideal clients, qualifying, quoting structure
-
Client Experience – Communications, empathy, and nurturing client journeys
-
Marketing – Attracting and retaining clients, defining your unique brand
-
Social Media – Engaging your audience with strategy and intent
-
Professional Growth – Goal-setting, certifications, mindset alignment
-
Taking Care of You – Setting boundaries, managing burnout, and self-care strategies
Updated April 2025 to ensure relevance and freshness.
“It Changed My Business IMMENSELY!"
I highly recommend Develop the Magic! For years, I struggled with training IC's and had stopped trying to hire because I didn't know how to train them. Denise's framework has changed my business IMMENSELY!! Since purchasing the Core Framework I've brought on 8 new agents and they've all been extremely happy with the modules. If you struggle with this as I did, you will NOT be disappointed! It gave me the confidence to grow my agency and I just know we are going to soar!!! Thank you, Denise!!!
~ Nacole Glamp, owner of Pursue Your Dreams Travel, LLC
Sample Pages
Frequently Asked Questions
-
Can I customize the program for my agency?
Yes! Every module is provided in Canva so you can add your own branding, adjust examples, and tailor the details to your agency’s style and policies. -
Will this work if I already have a basic onboarding system?
Absolutely. Many agency owners use the Core Framework to strengthen what they already have, weaving modules into existing materials or filling in gaps. -
What if my advisors are at different experience levels?
The program is designed to meet advisors where they are - whether they’re brand new, part-time hobbyists, or seasoned professionals. You decide how to layer the modules in for each IC. -
How long will it take to implement?
That depends on your agency’s pace, but most owners can brand and launch their version within a few weeks. The done-for-you structure saves hours (if not months) compared to building from scratch. -
Is this compliant for independent contractors?
Yes. The Core Framework was built with ICs in mind—it’s designed as a self-paced learning resource, not direct “training.” Advisors have the independence to work through it while still aligning with your agency’s expectations. -
What makes this different from creating my own onboarding?
Time and expertise. The Core Framework gives you 225+ pages of structured, thoughtful content that’s been tested with real ICs - so you don’t have to reinvent the wheel. You save energy while giving your advisors a professional, supportive experience.